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State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
51
Confluence Investment Management
Missouri
$17.9M +$20.5M +501,560 New
MWPCG
52
Measured Wealth Private Client Group
New Hampshire
$17.8M +$533K +13,010 +3%
CFS
53
Cannon Financial Strategists
Georgia
$17.3M -$210K -5,136 -1%
SS
54
Simplicity Solutions
Minnesota
$17.2M +$6.93M +169,078 +54%
KA
55
Klingman & Associates
New York
$16.6M +$19M +464,766 New
BlackRock
56
BlackRock
New York
$15.3M +$6.56M +160,269 +60%
RJA
57
Raymond James & Associates
Florida
$15.1M -$9.19M -224,294 -35%
T
58
TrueFG
Texas
$14.4M -$515K -12,562 -3%
SAM
59
Shone Asset Management
California
$14.3M +$14.8M +361,154 New
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$14.1M +$1.11M +27,049 +7%
TCM
61
Tradewinds Capital Management
Washington
$14M +$4.85M +118,419 +44%
HighTower Advisors
62
HighTower Advisors
Illinois
$13.3M +$4.31M +105,282 +40%
CWA
63
Clarus Wealth Advisors
Arizona
$13.1M +$3.82M +93,369 +33%
IWM
64
IHT Wealth Management
Illinois
$12.9M +$9.85M +240,545 +201%
PWM
65
Provident Wealth Management
Tennessee
$12.8M -$535K -13,060 -4%
FC
66
Financial Consulate
Maryland
$12.7M +$14.6M +355,980 New
CM
67
Churchill Management
California
$12.5M +$65.9K +1,608 +0.5%
VRM
68
Vectors Research Management
New York
$12.5M +$1.64M +39,945 +13%
SFM
69
Signet Financial Management
New Jersey
$12.3M +$1.59M +38,847 +15%
CWM
70
Connecticut Wealth Management
Connecticut
$11.4M -$13.7M -334,048 -51%
TW
71
Transform Wealth
Colorado
$11.3M +$4.19M +102,361 +48%
RA
72
Riversedge Advisors
Delaware
$11.3M +$12.9M +315,647 New
FWM
73
Foresight Wealth Management
Utah
$11.2M +$247K +6,041 +2%
UCFA
74
United Capital Financial Advisors
Texas
$10.8M -$7.5M -183,212 -38%
AIG
75
American International Group
New York
$10.7M

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.